CasePlan.org is built on the open source Moodle App. The online classroom software is a powerful, flexible, and cost-effective LMS to support online learning and training. Case Plan's open-source platform, combined with a vibrant community, ensures that it continues to evolve and meet the needs of educators and learners. We evaluated several dozen options and chose this tool because of its accessibility, online forums, structured lessons, and step by step course completion options.
Customer Service
As with any technological tool, the key to success is stable steps anyone can follow. Every support request is utilized to improve instructions and workflow for students and the instructors, but we understand that someone will always need to answer the phone and resolve roadblocks.
SpotlightAction.org is built in another open source project called CiviCRM - specifically designed for nonprofits and small businesses. Both individual and organizational accounts help manage membership, fundraising, event planning, and surveys.
Choosing the right Tools
Digital Transformation: Customer experience and staff operations should be seamless and designed with the user experience and outputs in mind.
Individual leaders are expected to weave surveys and data analysis with daily operation in the absence of clear data collection expectations from authorities. Spotlight Action brings technical expertise support to help you negotiate with people in charge of requirements. Instead of waiting for a statewide system, our software can provide leaders with achievable industry standards and adapt to their needs.
Types of Data Collection
One Time Surveys
Advantages
Quick to put together
Customized for a specific short term need
Free software available
Common so easy to understand
Disadvantages
Comparing data over time is hampered
Need to be built from scratch each time
Hard to tie responses to individuals and businesses in a long term database
Data goes out of date quickly without a way to update
Time Interval Reporting Survey
Advantages
Comparable and summable data over time
Relationship building with data providers
Can follow up on data mistakes or misunderstandings before aggregating
Can pre-build for quick monthly or quarterly deployment
Web tokens or logins tie the data to a specific person or organization
Continuous improvement for instructions and outreach
Disadvantages
Complex setup needs a web application
Training required for those who fill it out
Limit to wording changes to ensure data comparability over time
Team must have a deep understanding of the data to come to valid conclusions
Customer Relationship Management (CRM) Accounts
Advantages
Include the capacity of the previous two data collection survey systems
Custom reports based on the latest information available without needing to survey responses
Powerful decision making resource
Can prefill with best available data and then allow agencies and individuals to make corrections or clarifications
Less frequent routine tasks mean more time for relationship building
Shared account communication records
Fewer contacts fall through cracks
A/B testing and other ways to continuously improve engagement strategies
Customizable exports to connect with other systems
Coordinate siloed teams without requiring additional meetings and contracts
Control on access and downloading
Expiring links can be used instead of log-in passwords
Each link can have a specific purpose and add to the overall data picture
Complete control over custom data types and fields
Disadvantages
Initial setup requirements
Technical knowledge to maintain security and updates on software solution
Advanced planning to track trends
Learning curve for those using the CRM
Some training to setup tokens or logins
Additional web server requirements compared with free survey tools
